Business Analyst
Workplace Policy Hybrid Job ID 2025-5623 Date posted 09/16/2025Overview:Qualifications:Education:
The Business Analyst plays a key role in supporting the execution of sales strategies, monitoring operational activities, and coordinating efforts across Lines of Business (LOBs). This role translates strategic priorities into structured initiatives, tracks progress against defined metrics, and facilitates communication between business units and support functions including Risk, Compliance, Operations, Technology, and Finance. While the position does not involve direct client interaction, it contributes to performance enablement by ensuring consistent execution, timely reporting, and alignment across teams.
Principal Duties & Responsibilities:
- Carry out repricing activities and support Net Interest Margin (NIM) expansion efforts for Commercial and Commercial Real Estate (CRE) loan portfolios.
- Assist with the implementation of sales strategies by distributing initiative materials, performing quality checks, and updating progress against key performance indicators (KPIs).
- Organize and maintain pipeline reviews, campaign schedules, team meetings, and performance tracking tools.
- Review and document business opportunities, assess lead quality, and route high-potential prospects to appropriate bankers.
- Track and report client calling activities, pipeline status, and closed deals to ensure weekly compliance.
- Coordinate with Marketing to support campaign execution and communication efforts.
- Support consistency across LOBs by following standardized processes for initiative execution.
- Facilitate communication between bankers and support teams including Risk, Compliance, Operations, Technology, and Finance.
- Assist with coordination efforts involving Assistant Regional Directors (ARDs) and help identify early warning cases.
- Monitor and log operational risk issues and self-identified items in collaboration with the First Line of Defense (1LOD).
- Track and compile findings and responses across LOBs for review and follow-up.
- Support engagement with Compliance and Risk teams to help address regulatory requirements.
- Observe and flag significant balance fluctuations for leadership attention.
- Prepare and format business review materials, executive summaries, and presentation decks for leadership meetings.
- Provide support in managing budgets, coordinating with vendors, assisting with resource allocation, onboarding activities, and team engagement efforts.
- 2-4 years of experience in a business support, sales operations, or administrative coordination role within financial services or a similar environment.
- Familiarity with commercial and CRE lending products is helpful but not required.
- Working knowledge of commercial and CRE lending products, profitability drivers, and Net Interest Margin (NIM) concepts.
- Familiarity with operational risk monitoring practices and governance procedures.
- Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines.
- Proficient in tracking performance metrics, preparing reports, and coordinating meetings and communications.
- Effective written and verbal communication skills for preparing materials and facilitating cross-functional coordination.
- Ability to follow structured processes and collaborate with diverse teams across business units.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and other business tools.
- Detail-oriented, dependable, and able to complete assigned tasks with minimal supervision.
- Resourceful and solution-focused with a proactive approach to task execution.
- Bachelor's Degree Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.
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